228+ iOS apps curated and reviewed
3Roots Client Portal is the household name in 3roots wealth partners llc, but it's far from the only option. We track 228+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
An online portal allowing residents in properties managed by AppFolio to easily pay rent or dues, submit maintenance requests, access important documents, and stay connected with their property or association managers. Enjoy seamless access to essential tools and information for a hassle-free experience.
This app allows clients of firms using TaxDome to easily interact with their accountants, tax professionals, and bookkeepers. Clients can review, approve, upload documents, chat securely, sign documents electronically, complete forms, pay invoices, and more. For a secure and user-friendly experience, utilize FaceID and two-factor authentication. Explore TaxDome with over 3,000 reviews on Capterra!
The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.
An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.
Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!
Stay connected to your investment accounts 24/7 with a free app that offers secure login, portfolio overview, holdings detail, and market alerts. Download the app to access your accounts, track securities, and download tax forms, and start investing with confidence today!
Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!
Access your care conveniently with the SimplePractice Client Portal app. Manage appointments, messages, invoices, and documents securely on your phone. Enjoy features like passwordless login, personalized notifications, secure messaging, digital payments, telehealth, and more for seamless care access.
Experience simplified construction management with a comprehensive app offering project and financial management tools to streamline your business operations. Manage projects efficiently, enhance client satisfaction, and boost productivity with features like project scheduling, financial reporting, client portals, and more. Download now and take your construction business to the next level!
Access cutting-edge technology with our app. Save money, invest wisely, and secure your financial future. Download now!
An essential practice management app for health and wellness professionals, enabling you to manage schedules, write session notes, securely communicate with clients, process payments, and more. It offers robust HIPAA-compliant security features for safeguarding sensitive data. Start streamlining your practice today with this mobile companion to SimplePractice's cloud-based software.
This mobile application allows authorized clients to access their portfolio data in a simple and elegant interface. If you're interested in gaining access, contact your primary representative to request authorization.
This application is designed to help contractors efficiently estimate project costs, track expenses, and manage schedules. Streamline your construction projects with ease and precision – try it now!
Create custom mobile and web apps effortlessly with this code-free platform. Utilize data from various sources to build apps for businesses in different sectors like property management, agriculture, project management, education, and customer support. Streamline workflows, improve team collaboration, and enhance customer engagement with ease. Explore AppSheet now!
Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.
Create your own mobile app with ease using our code-less developer tool, perfect for businesses, teams, organizations, and events. Design, customize, and publish your app without any coding knowledge required. Subscribe for access to additional features starting at $14.99/month.
Access your NLG Life Insurance and Annuity with the National Life app on the go. Manage policies, make payments, and stay informed effortlessly. Download now to streamline your insurance experience.
This application provides a secure platform for clients to interact with their accountants, enabling easy file sharing, task management, file uploads, and direct communication with accountants. Streamlining client-accountant interactions for a more efficient process.
Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.